Senior Trust & Wealth Advisor for High-Net-Worth
Bank of America ATM
Bank of America is looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored to their goals. Qualified candidates should have a minimum of five years of experience in trust administration and estate planning, along with strong communication skills and the ability to close sales effectively. An attractive benefits package is included. #J-18808-Ljbffr Bank of America
- recruitometry is seeking a Trusts & Estates Principal Associate in Cleveland, Ohio. This role involves leading complex estate planning and tax engagements for high-net-worth clients. You will collaborate with a team and build long-term relationships while providing exceptional...SeniorHigh net worth
$98.1k - $210k
...hiring in Cleveland for a role that involves managing fiduciary and investment management accounts for high-net-worth clients. The successful candidate will oversee trust administration, ensure compliance with regulations, and engage with clients to drive business...SeniorHigh net worth- ...in Cleveland and/or Akron, Ohio, seeks a Trusts and Estates Planning Attorney with 7+... ...estate planning experience (or 3+ years for high net worth planning). A JD and Ohio Bar are... ...drafting, probate and trust administration, wealth transfer, and tax planning in a collaborative...SeniorHigh net worth
$98.1k - $210k
...and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration... ...support, including review of trust instruments, involvement when the trustee... ...and prospects to build and transfer wealth tailored to their goals, delivering a high...SeniorHigh net worthDay shift$98.1k - $210k
...and investment management accounts for high‑net‑worth clients and beneficiaries involving multi... ...development of complex investment management and trust accounts and working with team members... ...and retention, assisting clients with wealth planning needs, and managing risk....SeniorHigh net worthWork at officeShift workDay shift- ...Banker to provide exceptional service to clients in the U.S. Private Bank. You will manage and maintain client relationships, advise on wealth management strategies, and generate new business. The suitable candidate should possess over 6 years of experience in Private...SeniorHigh net worth
$170k - $190k
Hahn Loeser & Parks LLP seeks an associate with 4-6 years of estate planning experience to join its Cleveland office. This role offers the opportunity for a strong estate planning associate to join a recognized team known for handling complex estate plans and business succession...SeniorHigh net worthWork at office$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...advisory team, including trust, investment and planning strategists... ...depth knowledge of financial wealth management services and...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift- Wealthspire, based in Beachwood, Ohio, is seeking a Wealth Advisor to serve high net-worth clients. This role includes managing client engagements, analyzing investment objectives, and preparing financial plans. The ideal candidate will have over 10 years of wealth management...SeniorHigh net worth
$120k - $130k
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably...SeniorHigh net worthWork at office- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...SeniorHigh net worthRemote jobFlexible hours
- Trusts & Estates Principal Associate A growing and highly respected law firm is seeking an accomplished Trusts & Estates... ...you will serve as a trusted advisor to high‑net‑worth individuals, multi‑... ...engagements, advise clients on wealth preservation and succession strategies...High net worthPrivate practiceWork at officeLocal area
$156.37k - $273.6k
Northern Trust Corp. is seeking a Senior Portfolio Advisor in Cleveland. The role involves managing investment activities for high net worth clients, contributing to market growth, and developing investment strategies. The successful candidate should have over 12 years...High net worth$130k - $170k
...Description Lead Complex Tax Engagements - Senior Tax Manager in Wooster, OH Job Title:... ...exceptional service. You'll serve as a trusted resource for clients while helping... ...will: Manage a portfolio of high-net-worth individuals, business owners, trusts, and...SeniorHigh net worthSeasonal workWork at officeLocal areaImmediate startMonday to Friday$70k - $125k
...collaboration, growth, and technical excellence come together. As a Senior on our Family Office Tax team, you'll work with high-net-worth individuals and families — preparing complex individual, partnership, and trust returns with investment-heavy structures. This isn't cookie‑...SeniorHigh net worthContract workWork at office- ...Registered Investment Advisor (RIA),... ...financial planning and wealth management services... ...Tax Advisor is a senior-level individual contributor... ...of individual and trust tax returns and... ...-up — all with a high standard of... ...recommendations for high-net-worth clients and may...SeniorHigh net worthFlexible hours
- Job Title: Trusts and Estates Planning Attorney Location: Cleveland and/or Akron Ohio... ...at least three years if experienced in high net worth planning. They will be eager to provide... ...trust administration matters. Assist with wealth transfer, tax planning, and business succession...High net worth
$124k - $335k
...Senior Manager A career within PwC Private will... ...entities, entrepreneurs, and high net worth individuals. You'll be... ...on key issues like wealth management, compliance... ...stakeholders to build trust. Uphold the firm's... ...lead the way as tax advisors dedicated to innovation...SeniorHigh net worth$156.37k - $273.6k
About Northern Trust:Northern Trust, a Fortune 500 company,... ...technology and exceptional service.SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH: R155148... ...needs requiring a high level of technical expertise... ...representing large and sensitive high net worth personal trusts and...SeniorHigh net worthWork experience placementH1bLocal areaFlexible hours- True North Consultants is seeking a Servicing Financial Advisor in Cleveland, Ohio, to maintain and deepen relationships with high-net-worth clients. The advisor will collaborate with an internal planning team to deliver comprehensive financial guidance and exceptional...High net worth
$100k - $120k
...expanding our division and and looking for Tax Seniors who are interested in joining an Award-... ...that providing quality service to our high profile clients starts by providing a... ...Partnerships and Corporations Experience with High-net-worth individual tax planning and compliance...SeniorHigh net worthSummer workLocal area- Cohen & Co in Cleveland is looking for a Senior Tax Professional to join their Family Office Tax team. The role focuses on preparing complex returns for high-net-worth clients, providing an opportunity for technical growth and collaboration. Ideal candidates should have...SeniorHigh net worthWork at office
$75k - $150k
...various client types (such as high net worth individuals, endowments & foundations... ...to the Managing Director of Wealth Management and be based in **... ...Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management...High net worth- ...Experience Level: Mid-to-Senior Level (3+ years... ...for its sophisticated wealth management practice has... ...firm to find a skilled Trusts & Estates Planning Attorney... ...to work closely with high‑net‑worth individuals, families,... .... Act as a trusted advisor, conducting detailed consultations...High net worthFull timeWork at office
- ...leading financial services firm in Cleveland is seeking an experienced Private Banker to manage client relationships and advise on wealth management strategies. Candidates must have over six years of experience in Private Banking and a Bachelor's Degree, along with necessary...Senior
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...SeniorHigh net worth
$130k
McCarthy, Lebit, Crystal & Liffman Co., LPA in Cleveland, Ohio is seeking a Trusts and Estates Senior Associate or Partner. This role involves providing tailored legal advice in estate planning, trust administration, and tax law while managing client relationships. The...Senior- McCarthy Lebit Crystal & Liffman Co. LPA in Cleveland, Ohio, is seeking a Trusts and Estates Senior Associate or Partner with foundational experience in estate planning, trust administration, and tax planning. The ideal candidate will assist in drafting wills, trusts, and...Senior
- LHH is seeking an Estate Planning Attorney in Cleveland, OH. This unposted opportunity involves assisting high-net-worth individuals and businesses with estate planning, tax strategies, and business succession. Candidates should have at least two years of experience in...High net worth
- ...support position within a sophisticated practice serving high-net-worth clients . The ideal candidate is a proactive, detail-... ...years of legal administrative experience , preferably in Trusts & Estates, Private Wealth, or Wealth Planning Strong technical proficiency and...High net worthWork at office
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